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Large Cap Growth Equity |
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Our Large Cap Growth strategy utilizes a blend of quantitative multi-factor modeling along with traditional bottom up fundamental analysis in order to identify securities which exhibit above average earnings growth rates and possess attractive relative valuations. Our investment philosophy focuses on a top down quantitative approach to investing, relying on a proprietary internal model to narrow the investment universe by ranking broad market sectors and individual securities according to relative attractiveness. Fundamental analysis is then conducted in order to confirm the output of the model and construct portfolios.
Portfolio Construction INVESTMENT PROCESS: Quantitative
Our proprietary model
compiles fundamental and technical data on hundreds of
securities to guide our research.
PORTFOLIO
CONSTRUCTION: Fundamental
Bottom-up fundamental
analysis identifies 40-50 companies with accelerating earnings
growth and positive price momentum.
INVESTMENT
STYLE: Large Cap Growth
Portfolios consist of large
and medium capitalization securities which exhibit above
average earnings growth rates and trade at attractive
valuations.
RISK
PROFILE: Moderate
Portfolios have
historically provided superior returns during up market
periods and are broadly diversified across market sectors in
order to reduce return volatility.
PERFORMANCE:
Dynamic
Portfolio results capture
the explosive price appreciation potential of high growth
companies and industries.
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Investment Team:
J. Andrew Richey, CFA Bart McMurry Portfolio Manager |
"The essence of growth investing is understanding when and how to take risk. Our model based process eliminates the noise of every day trading activity and uncovers the true fundamental trends that lie beneath the surface, allowing us to seize investment opportunity when it exists and recognize when to take our gains and walk away." |
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Large Cap Growth Equity Security Selection Process  |
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